SF

Socha Financial Group, LLC

13F
Socha Financial Group, LLC
Last update 2025-04-25 21 Stocks (1 new)
Value $205.00 Mil Turnover 7 %
Countries:
Top Holdings: SCHB(33.70%)FMIL(25.01%)QQQ(22.45%)XLK(7.77%)IBM(2.49%)
Summary Stock Picks Current Portfolio
Socha Financial Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHB
Schwab U.S. Broad Market ETF
3,203,113
68,963.0
+3.29%
33.700
+1.07%
0.220
+20.23%
+7.57%
35,005.8
 
FMIL
FMIL
1,176,519
51,178.6
+13.40%
25.010
+2.95%
-
+21.41%
+8.23%
0
 
QQQ
INVESCO QQQ Trust
97,942
45,927.1
+3.06%
22.450
+0.67%
0.020
+26.65%
+10.18%
358,134.4
 
XLK
Technology Select Sector SPDR ETF
76,985
15,895.9
+17.91%
7.770
+1.18%
0.020
+35.52%
+12.61%
82,367.3
 
IBM
International Business Machines Corp
International Business Machines Corp
20,468
5,089.6
0%
2.490
0%
0.000
+20.90%
+32.21%
266,560.2
Software
CAPE
DoubleLine Shiller CAPE U.S. Equities ETF
DoubleLine Shiller CAPE U.S. Equities ETF
113,347
3,444.6
-50.36%
1.680
-1.62%
-
+9.58%
+6.54%
311.1
 
GLW
Corning Inc
59,867
2,740.7
-0.16%
1.340
0%
0.010
+30.92%
+15.05%
46,296.6
Hardware
FXL
First Trust Technology AlphaDEX Fund
First Trust Technology AlphaDEX Fund
18,624
2,463.0
-31.79%
1.200
-0.60%
0.210
+27.04%
+6.91%
1,374.6
 
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
46,298
2,397.3
-46.58%
1.170
-1.07%
0.010
+16.03%
+3.06%
25,359.0
 
NEAR
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
30,057
1,529.0
+62.62%
0.750
+0.29%
0.050
+1.63%
+3.19%
3,357.2
 

Socha Financial Group, LLC's Historical Top Holdings Breakdowns

Socha Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FMIL
FMIL
2025-03-31
Add
Add
+2.95%
●
42.94 ($46.07) 48.37
$39.51
-14.25%
Add 13.4%
1,176,519
138,992
CAPE
DoubleLine Shiller CAPE U.S. Equities ETF
DoubleLine Shiller CAPE U.S. Equities ETF
2025-03-31
Reduce
Reduce
-1.62%
●
29.41 ($30.64) 31.63
$31.74
3.59%
Reduce -50.36%
113,347
-114,978
XLK
Technology Select Sector SPDR ETF
2025-03-31
Add
Add
+1.18%
●
206.38 ($226.74) 242.18
$261.34
15.26%
Add 17.91%
76,985
11,694
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-03-31
Reduce
Reduce
-1.07%
●
51.45 ($55.7) 58.51
$54.77
-1.67%
Reduce -46.58%
46,298
-40,375
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Add
Add
+1.07%
●
21.23 ($22.75) 23.75
$24.27
6.70%
Add 3.29%
3,203,113
102,133
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.67%
●
468.34 ($508.07) 539.52
$561.40
10.50%
Add 3.06%
97,942
2,909
FXL
First Trust Technology AlphaDEX Fund
First Trust Technology AlphaDEX Fund
2025-03-31
Reduce
Reduce
-0.60%
●
131.2 ($148.18) 160.72
$158.82
7.18%
Reduce -31.79%
18,624
-8,681
COWZ
Pacer US Cash Cows 100 ETF
2025-03-31
Reduce
Reduce
-0.53%
●
53.6 ($56.92) 58.97
$56.02
-1.58%
Reduce -48.82%
20,910
-19,946
MAGX
Roundhill Daily 2X Long Magnificent Seven ETF
Roundhill Daily 2X Long Magnificent Seven ETF
2025-03-31
New Buy
New Buy
+0.34%
●
31.26 ($41.91) 49.67
$44.62
6.45%
New holding
22,305
22,305
NEAR
iShares Short Duration Bond Active ETF
iShares Short Duration Bond Active ETF
2025-03-31
Add
Add
+0.29%
●
50.4 ($50.66) 50.89
$50.95
0.56%
Add 62.62%
30,057
11,574

Socha Financial Group, LLC Total Holding History ($B)

To

Socha Financial Group, LLC's Asset Allocation

To

Socha Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Socha Financial Group, LLC's Hypothetical Growth since 2025-03-31

Socha Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Socha Financial Group, LLC's Holdings Heat Map

Size field:

Socha Financial Group, LLC's Holdings Bubble Chart

Socha Financial Group, LLC News

  • 1

Discussions on Socha Financial Group, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.